---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000946947.md"
description: "Huge guide up in Capex. CFO Bret Johnsen says Dec quarter Capex of $35-$40B. Street was at $19B. $SpaceX(SPCX.US) went up on the comment. Now up 5.2%. Was up 4% before the Capex comment. My take: Smart move. They have the demand. Also, good news for the AI trade that we are still early.Source: Gene Munster"
datetime: "2026-10-20T21:25:40.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000946947.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000946947.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000946947.md)
author: "[Gene Munster](https://longbridge.com/en/profiles/21804449.md)"
generator: "portal-rs"
---

# Huge guide up in Capex. CFO Bret Johnsen says Dec …


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**